Senior Wealth Strategy Associate

City

Los Angeles

Job Type

Full Time

Country / State

United States - California

Function Category

Business management, administration and support

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

You will join a highly collaborative, client‑focused team that partners closely with Financial Advisors to deliver sophisticated wealth management solutions.

You will support members of a select group of Private Wealth Advisors who have earned the Family Office Consultant (FOC) designation. FOCs specialize in understanding the complexities of intergenerational wealth and the unique challenges faced by ultra‑high‑net‑worth families. They align clients’ specific needs with the full suite of UBS capabilities to help meet investment, business, and legacy goals.

Your expertise

You bring strong communication, analytical, and product knowledge to support complex client needs in a fast‑paced environment.

- Highly responsive, detail‑oriented communicator with strong follow‑up and task ownership
- Resourceful problem‑solver able to navigate complex or ambiguous client requests
- Experience preparing client meeting materials, including PMR summaries, performance narratives, and market highlights
- Strong PMR and Excel expertise, with experience in custom reporting and account activity analysis
- Knowledge of alternative investments, including asset classes, drawdown funds, capital calls, liquidity, and funding considerations
- Understanding of structured notes, including managed accounts and order entry in PROS
- Trading experience across equities, options, structured notes, and STARS
- Familiarity with the FGA tool and CAP program
- Financial planning knowledge (CFP concepts, retirement accounts, 529s, mortgages) is a plus

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $60000 to $85000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.